Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,571 | $65,185-62.3% | $61,048-59.8% | $65,185-62.3% |
| Participation rate | 51.5% | 70.2%-18.7pp | 79.3%-27.8pp | 70.2%-18.7pp |
| Annual return | 22.50% | 29.38%-6.9pp | 26.18%-3.7pp | 29.38%-6.9pp |
| Employer contribution / active EE | $505 | $2,177-76.8% | $3,716-86.4% | $2,177-76.8% |
| Participant deferral / active EE | $1,327 | $3,514-62.2% | $4,470-70.3% | $3,514-62.2% |
| Admin fee / account holder | $787 | $847-7.1% | $3,728-78.9% | $847-7.1% |